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Sargent Bickham Lagudis’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sargent Bickham Lagudis’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$386K Sell
4,757
-1,128
-19% -$91.5K 0.03% 211
2022
Q3 		$478K Buy
5,885
+132
+2% +$10.9K 0.04% 174
2022
Q2 		$477K Sell
5,753
-3,552
-38% -$295K 0.04% 182
2022
Q1 		$776K Sell
9,305
-13,985
-60% -$1.18M 0.06% 154
2021
Q4 		$1.99M Buy
23,290
+16,333
+235% +$1.4M 0.15% 104
2021
Q3 		$599K Hold
6,957
– – 0.05% 158
2021
Q2 		$599K Sell
6,957
-11,148
-62% -$962K 0.05% 155
2021
Q1 		$1.56M Buy
18,105
+11,868
+190% +$1.02M 0.14% 107
2020
Q4 		$539K Sell
6,237
-4,065
-39% -$351K 0.05% 149
2020
Q3 		$891K Sell
10,302
-186,716
-95% -$16.2M 0.09% 116
2020
Q2 		$17.1M Buy
197,018
+167,646
+571% +$14.5M 1.83% 10
2020
Q1 		$2.55M Sell
29,372
-2,770
-9% -$237K 0.33% 69
2019
Q4 		$2.72M Sell
32,142
-5,179
-14% -$439K 0.3% 74
2019
Q3 		$3.17M Sell
37,321
-60,047
-62% -$5.09M 0.38% 58
2019
Q2 		$8.26M Sell
97,368
-33,243
-25% -$2.8M 0.98% 22
2019
Q1 		$11M Buy
130,611
+86,743
+198% +$7.26M 1.27% 17
2018
Q4 		$3.67M Buy
43,868
+43,128
+5,828% +$3.58M 0.47% 52
2018
Q3 		$61K Hold
740
– – 0.01% 336
2018
Q2 		$62K Hold
740
– – 0.01% 328
2018
Q1 		$62K Hold
740
– – 0.01% 323
2017
Q4 		$62K Sell
740
-23
-3% -$1.94K 0.01% 344
2017
Q3 		$64K Hold
763
– – 0.01% 337
2017
Q2 		$64K Buy
763
+23
+3% +$1.94K 0.01% 323
2017
Q1 		$63K Hold
740
– – 0.01% 325
2016
Q4 		$62K Hold
740
– – 0.01% 305
2016
Q3 		$63K Sell
740
-1,176
-61% -$100K 0.01% 312
2016
Q2 		$163K Hold
1,916
– – 0.03% 226
2016
Q1 		$163K Buy
+1,916
New +$163K 0.03% 228

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sargent Bickham Lagudis's SHY Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q4 2022, selling an estimated $91.5K and leaving 4,757 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #211.

Sargent Bickham Lagudis first reported a position in SHY in Q1 2016 and has held it in 28 quarters since. The position peaked at $17.1M in Q2 2020. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Sargent Bickham Lagudis held 4,757 shares of iShares 1-3 Year Treasury Bond ETF worth $386K as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,128 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $91.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #211 holding.
  • Sargent Bickham Lagudis first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares 1-3 Year Treasury Bond ETF position peaked at $17.1M in Q2 2020.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.